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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,409 | $105,200+19.2% | $159,474-21.4% | $85,847+46.1% |
| Participation rate | 56.7% | 75.8%-19.1pp | 82.8%-26.2pp | 69.3%-12.7pp |
| Annual return | 17.13% | 45.08%-27.9pp | 263.68%-246.5pp | 318.61%-301.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,833 | $5,946-18.7% | $7,353-34.3% | $3,952+22.3% |
| Admin fee / account holder | $2,442 | $6,934-64.8% | $10,802-77.4% | $6,261-61.0% |